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Western Union

453 hedge funds and large institutions have $3.65B invested in Western Union in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $24M | Put options by funds: $14.2M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

2% more funds holding

Funds holding: 442453 (+11)

0.58% less ownership

Funds ownership: 91.27%90.68% (-0.58%)

3% less capital invested

Capital invested by funds: $3.77B → $3.65B (-$118M)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
453
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
146
Reduced
170
Closed
51
Calls
$24M
Puts
$14.2M
Net Calls
+$9.8M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
426
Sandy Spring Bank
Maryland
$2.54K
WAS
427
Winch Advisory Services
Wisconsin
$2.43K +$2.46K +204 New
SL
428
Salomon & Ludwin
Virginia
$2.41K
CFGS
429
Concourse Financial Group Securities
Alabama
$2.39K
HGA
430
Hobbs Group Advisors
South Carolina
$2.39K
WB
431
Webster Bank
Connecticut
$2.39K
ME
432
McIlrath & Eck
Washington
$2.31K
CSC
433
Caldwell Sutter Capital
California
$2.09K
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$1.55K
JWA
435
JFS Wealth Advisors
Pennsylvania
$1.36K -$832 -69 -38%
MFT
436
Moisand Fitzgerald Tamayo
Florida
$1.19K
TFA
437
Transamerica Financial Advisors
Florida
$1K
BIM
438
Breakwater Investment Management
Washington
$764
IAIM
439
International Assets Investment Management
Florida
$658 +$87.4K +7,245 +1,190%
SIC
440
SJS Investment Consulting
Ohio
$657
BGAI
441
Bruce G. Allen Investments
Colorado
$573 -$96 -8 -14%
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$549 -$109 -9 -16%
BF
443
BOK Financial
Oklahoma
$526
Kayne Anderson Rudnick Investment Management
444
Kayne Anderson Rudnick Investment Management
California
$441
CA
445
CoreCap Advisors
Michigan
$227 +$229 +19 New
CTC
446
Central Trust Company
Missouri
$215 -$17.4K -1,444 -99%
CA
447
Claris Advisors
Missouri
$203 +$205 +17 New
VWM
448
Valley Wealth Managers
New Jersey
$179 +$181 +15 New
AF
449
Advisornet Financial
Minnesota
$119 +$121 +10 New
SWA
450
SOA Wealth Advisors
New York
$74

WU Hedge Fund Activity: Q3 2024 in Review

453 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2024, worth a combined $3.65B — down 3.1% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 51 closed out — a net gain of 13 holders — while 146 added to existing stakes and 170 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $83.6M. The largest seller was Capital Research Global Investors, cutting an estimated $138M.

  • 453 institutional investors held Western Union (WU) as of Q3 2024, up from 442 in Q2 2024.
  • Funds reported $3.65B of Western Union stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q3 2024 and 51 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2024 was Citadel Advisors, an estimated $83.6M added.
  • The largest Western Union seller in Q3 2024 was Capital Research Global Investors, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.